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Auto Parts and Convenience Stores Becoming Defensive Businesses
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May 06, 2016
Bhagavath, Vijay

Data Security Sector Continues to Perform While Storage Remains Challenged
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Identifying High-Quality Growth Companies in Emerging Markets
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Seeking Long-Term Investments with Recurring Revenue
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Using Proprietary Research and an Unbiased Process to Find the Best Ideas
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Buying Great Businesses at a Fair Price
February 12, 2016
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Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
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Smead, William

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January 29, 2016
Fraise, George

Managing a Concentrated, Intrinsic Value Fund
January 15, 2016
Gavin, Sean

Using Free Cash Flow Yield to Determine Valuation
January 15, 2016
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Pairing Value and Momentum to Survive the Tough Periods
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December 31, 2015
Montoya, Christopher N.

Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby

Identifying Horizontal Plays with Technology Moats in Application Software
November 06, 2015
Suri, Bhavan

Enterprises Move Forward with Leading Cloud Vendors as the Next Platforms of Choice
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Roderick, Tom

Innovation and True Technology Solutions Key to Health Care IT Success
October 23, 2015
Rubis, Steve

Using a Thematic Approach to Growth Investing
October 23, 2015
Kenneth D. Malamed

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October 09, 2015
Myers, Silas A., Massey, Brian L., Honeycutt, Joshua J., Prestine, Jeffrey B.

Identifying Blue Chips Through Their Business Model, Returns and Growth Rate
October 09, 2015
Kalra, Sonu

Generation and Technology Changes Behind Shift to an Unbundled TV World
October 09, 2015
Yong, Amy

Finding Growth Opportunities in E-Commerce Services and Digital Media
September 25, 2015
Argento, Mark

Data Center Space in a Sweet Spot of Growth
September 11, 2015

Conventional Supermarkets Perform Well Due to Product-Quality Evolution
August 16, 2015

Finding Opportunities in Consistent Secular-Growth Companies
August 10, 2015

E-Commerce Decimates Retailers' Online Profits
August 06, 2015

Selectivity Key to Investing in the For-Profit Postsecondary Market
July 21, 2015

Investments with Disruptive Innovations and Growth Above 15%
July 21, 2015

Changes in Transportation Space Driven by Retail Trends
July 16, 2015

Providing Good Risk-Adjusted Returns Through a Concentrated Real Estate Fund
June 30, 2015

Heightened M&A Positively Impacts Asset-Light Transportation Space
June 24, 2015

Providing Liquidity, Transparency and an Alternative Return Stream
May 28, 2015

Differentiated Technology, Market Opportunity Key to Applications and Analytics Stocks
May 20, 2015

Shift to Fee-for-Value in Health Care to Challenge Legacy HCIT Vendors
April 17, 2015

Investing in Cash-Generating Media and Leisure Companies
February 18, 2015

Another Outperforming Year Expected for Restaurant Stocks
February 05, 2015

Identifying Growth Companies in a High-Valuation Restaurant Space
February 04, 2015

Employing a Research-Driven Strategy to Invest Long Term
December 02, 2014

Constructing a Benchmark-Agnostic Emerging Markets Portfolio
October 28, 2014

Media Companies Focus on Market Segmentation and Redefining Bundles
October 24, 2014

Growing Domestic Birth Rate Suggests Brighter Future for Toys
October 22, 2014

Teleheath and Analytics Development Open Opportunities in Digital Health Care Space
October 09, 2014

Legacy Industries Increasingly Adopt Internet of Things Trend
October 06, 2014

Innovation in CDN and Security Segments of Internet Services Space
September 16, 2014

Migration of Advertising Online Drives Growth in Internet and New Media Space
September 10, 2014

Integration of Brick and Mortar and E-Commerce Significant to Retail Success
August 12, 2014

Cloud Computing, Big Data and Cybersecurity Trends Set the Stage for Massive M&A
May 30, 2014

Achieving Attractive Returns Over the Long Run Regardless of Stock Market Performance
May 27, 2014

Long-Term Investing with a Margin of Safety
May 22, 2014

Data-Rich Internet Companies Target Consumers Across Screens
May 05, 2014

A Long/Short Strategy Focused on Small-Cap Consumer Growth
May 05, 2014

Investing in Consistent Companies at the Right Price
April 21, 2014

Finding Unrecognized Growth Potential in Small Caps
February 21, 2014

Investing in Durable Secular Growth Themes
February 14, 2014

Restaurants Push Value to Attract Customers Post Recession
February 13, 2014

Bottom-Up Fundamental Investing Overweight in Technology
February 11, 2014

Increase in Data Storage Spending Led by Asia Pacific
February 06, 2014

Network-Dense Colocation's High Barriers to Entry Translate Into Better Outlook
January 29, 2014

Positive Fundamental Trends in Data Hosting and Data Centers
January 29, 2014

A Large-Cap Growth Strategy Focused on Capital Appreciation and Income
January 28, 2014

Diversifying a Portfolio with Closed-End Mutual Funds
December 31, 2013

A Diversified Large-Cap Strategy with a Focus in Earnings
November 07, 2013

Board Game Businesses Stable with Growth of Supplementary Formats
October 22, 2013

Media Companies Encounter Successes and Disruptions from the Digital Transition 
October 21, 2013

Nonadvertising Revenue Streams Grow for Media Companies
October 21, 2013

Entertainment Companies Driven by Advertising Market and the Impact of Digital
October 10, 2013

A Customized Investment Strategy Focused on Growth Companies
October 01, 2013

Network, Telecom and Cloud Providers Drive Data Center Demand
September 24, 2013

Growth in Fundamental Data Demand and the Rise of the Public Cloud
August 28, 2013

Higher-End Retail Outperforms the Lower End
August 23, 2013

An Increase in Cloud Services Spending as Enterprises Manage Data Growth
August 23, 2013

Positive High-Level Secular Drivers for Data Centers 
August 22, 2013

Active Investing in Innovative Companies
July 25, 2013

Finding Value Among Small- and Mid-Cap Companies
July 10, 2013

Investing in Technology: Mobile, Security and Big Data
June 21, 2013

Investing in Health, Cloud Computing and Mobile
April 26, 2013

Cloud Computing a Positive Driver for Data Center Companies
April 25, 2013

Strong Secular Growth for Wireless Devices and Applications 
April 23, 2013

Internet Giants Continue Outperforming Smaller Competitors
April 19, 2013

A Nimble Approach to Investing in Economic Themes
February 27, 2013

Long-term, Contrarian Value Investing
February 26, 2013

Bottom-Up, Value Investing in Catalysts and Merger Arbitrages
February 19, 2013

A Consistent Bottom-Up Investing Strategy in Temporarily Undervalued Stocks
February 19, 2013

Data Storage Undergoes Secular Growth at Twice the Rate of the Overall IT Industry
January 25, 2013

Data Storage Spending to Increase in 2013 as Uncertainty Clears
January 18, 2013

Looking for Out-of-Favor Companies in All-Cap Investing
October 24, 2012

More Device and Revenue Growth to be Driven by Data Usage over Next Few Years
October 19, 2012

Low Investor Interest Ahead of Next Gaming Console Cycle
October 11, 2012

Constructive Outlook on Players in Retail Colocation Services
September 07, 2012

Secular Growth Lifts Data Hosting and Security Equities
August 31, 2012

Investing in Secular Technology Trends
August 31, 2012

Playing Tighter Maritime Capacity and Slower Airfreight Demand
August 29, 2012

Secular Growth for Retailers with Exposure to Active Lifestyles
August 16, 2012

Specialty Hardline Retailers Grapple with Online-Only Competition
August 09, 2012

Increasing Outsourcing of R&D to Benefit Chinese Medical Research Firms
August 01, 2012

Growth Expected in Storage & Security Despite Tough Comps
April 25, 2012

New Oil & Gas Developments and Low Treasury Yields Boost MLPs - Ethan Bellamy - Robert W. Baird & Co.
April 02, 2012

Increasing Signs of Stabilized Utilization in Medical Devices - Kristen M. Stewart - Deutsche Bank Securities Inc.
March 19, 2012

Robust Demand for Natural Foods Continues as High-End Consumers Recover - Andrew P. Wolf - BB&T Capital Markets
March 19, 2012

A Catholic Overlay on Socially Responsible Investing - Sam Saladino - Trinity Fiduciary Partners, LLC
February 20, 2012

Investing in Volatility in a Tense Geopolitical Environment - Charles K. Ortel - Newport Value Partners, L.L.C.
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Demand Shrinks, Semis Move Toward New Verticals & Restructuring - Tore Svanberg - Stifel, Nicolaus & Co., Inc.
December 05, 2011

"common Sense" Investment Management - Kendall J. Anderson - Anderson Griggs Portfolio Management
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Health It Companies Increase Ehr Bookings - Michael Cherny - Deutsche Bank Securities Inc.
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Value-oriented Investing - Ryan M. Sailer - Union Investment Management Group
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Monetizing New Content-delivery Platforms - David Bank - Rbc Capital Markets
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Lowering Health Care Costs Through Diagnostics Implementation - Brian Weinstein - William Blair & Company, L.l.c.
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Double-digit Growth Prospects For Data Centers - Clayton Moran - The Benchmark Company, Llc
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Managed Hosting Adoption To Increase Through 2017 - James D. Breen - William Blair & Company, L.l.c.
September 19, 2011

Purchasing Power On The Rise In Mexico, Brazil - Francisco J. Chevez - Hsbc Securities Services
September 05, 2011

Consumers Chase Value In Education Companies - Brandon Dobell - William Blair & Company, L.l.c.
September 05, 2011

Organic Growth Trends In Specialty Retail - Marie Driscoll & Michael Souers - Standard & Poor's
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Pricing Power Trends In Specialty Hardlines Retail - Peter Keith - Piper Jaffray & Co.
September 05, 2011

Enrollment Trends In For-profit Education - Robert Wetenhall - Rbc Capital Markets
September 05, 2011

Investing In Oil Service & Equipment Providers - L. Farrell Crane Jr. - Energy Opportunities Capital Management
August 08, 2011

Investing In Closed-end Funds - Jonathan S. Raclin - Barrington Asset Management, Inc.
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Infrastructure Upgrades For Water Utilities - Heike Doerr - Robert W. Baird & Co., Inc.
May 30, 2011

Defensive Vs. Offensive Strategies In Pharma/biotech - Michael Yee - Rbc Capital Markets
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The Biotech Industry Amid A Major Product Cycle - Ian Somaiya - Piper Jaffray & Co.
April 04, 2011

An Increased Growth Focus In Business Services - Ashwin Shirvaikar - Citi Investment Research & Analysis
March 07, 2011

A Bullish Outlook For Latin American Airlines - Stephen Trent - Citi Investment Research & Analysis
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A Focus On Long-term Value Growth Investing - C.t. Fitzpatrick - Vulcan Value Partners
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Options Trading & Volatility Management - Richard L. Selvala Jr. - Harvest Volatility Management
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Positive Fundamentals Despite Disappointing Stock Moves - Jim Breen - William Blair & Company, Llc
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Secular Growth Creates Opportunity For Trans. Processors - Jamie Friedman - Susquehanna Financial Group Lllp
October 18, 2010

Eqix As A "buy" Despite Recent Selloff - Clayton F. Moran -the Benchmark Company, Llc
October 12, 2010

Dividend Paying Stocks & Contrarian Value Investing - Cori B. Johnson - Faf Advisors, Inc.
April 19, 2010

Long-term Core Equity Investing - George L. Payne, Jr. - A.n. Culbertson & Company, Inc.
April 05, 2010

Seeking Top-line Growth In Retail - Stacey Brodbar - W.p. Stewart & Co., Inc.
March 22, 2010

Update On Children's And Teen Retailers - Linda Tsai - Mkm Partners Llc
March 22, 2010

Navigating The Rising Tide In Health Care It - Steve Halper - Thomas Weisel Partners Llc
March 11, 2010

Western Banking Opportunities Amidst Real Estate Recovery - Tom Mitchell - Miller Tabak & Co., Llc
March 08, 2010

Investing In Gold & Precious Minerals - Frank E. Holmes - U.s. Global Investors, Inc.
February 08, 2010

Navigating Internet Services Through 2010 - Kerry Rice - Wedbush Securities, Inc.
January 25, 2010

China Internet Services:a Domestic Consumption Play - Tucker Grinnan - Hsbc
January 25, 2010

An Insider's Take On Lab Companies - Kevin Ellich - Rbc Capital Markets
January 25, 2010

Internet As A Building Block - Trip Chowdhry - Global Equities Research, Llc
January 25, 2010

Noteworthy Trends In It Services - Donna Jaegers - D.a. Davidson & Co.
January 25, 2010

All Cap Growth Investing Strategies - Robert C. Bridges & John P. Huber - Geneva Investment Management Of Chicago
January 25, 2010

High-quality Companies With Excellent Growth Prospects - Joseph J. Costigan & Jeffrey M. Bagley - Davidson Trust Company
December 21, 2009

E-commerce Investment Themes - Hamed Khorsand - Bws Financial, Inc.
October 19, 2009

Development In Biotech - Matthew L. Kaplan - Ladenburg Thalmann
October 19, 2009

Online Retail - Scott Kessler & Michael Souers - Standard & Poors
October 19, 2009

The Hsn Vs. Qvc Dynamic - Christopher J. Marangi - Gamco Investors, Inc.
October 19, 2009

A Modern Approach To Graham & Dodd Investing - Thomas P. Au - R.w. Wentworth & Co., Inc.
October 05, 2009

Outlook For Postsecondary Education Companies - Ariel Sokol - Wedbush Morgan Securities Inc.
September 07, 2009

Outlook For Oilfield Services - Collin Gerry - Raymond James & Associates, Inc.
April 20, 2009

ROUNDTABLE FORUM: BIOTECHNOLOGY
June 23, 2008

OUTLOOK FOR E-COMMERCE COMPANIES - SCOTT DEVITT - STIFEL, NICOLAUS & COMPANY, INC.
June 16, 2008

ONLINE ADVERTISING & E-COMMERCE - YOUSSEF H. SQUALI - JEFFERIES & COMPANY, INC.
June 16, 2008

COMMERCIAL AEROSPACE COMPANIES - J.B. GROH - D.A. DAVIDSON & CO.
August 27, 2007

DIGITAL MEDIA DISTRIBUTION - MARK HARDING - MAXIM GROUP, LLC
May 21, 2007

CONSUMER INTERNET COMPANIES: FRANK GRISTINA - AVONDALE PARTNERS LLC
September 04, 2006

OUTLOOK FOR CONSUMER INTERNET SERVICES: ERIC CHIN - BAY PARTNERS
September 04, 2006

GAS INDUSTRY OUTLOOK: CARL KIRST - CREDIT SUISSE
May 05, 2006

ROBERT BEIM - WOODSIDE ASSET MANAGEMENT INC
December 19, 2005

CABLE & INTEGRATED ENTERTAINMENT COMPANIES: CHRISTOPHER MARANGI - GABELLI & CO INC
November 21, 2005

ENHANCED COMMUNICATIONS PROVIDERS: ARI MOSES - KAUFMAN BROS LP
September 06, 2005

R. Michael Dowe, Jr. - Information Systems Laboratories Inc.
August 31, 2005

FRED ASTMAN - FIRST WILSHIRE SECURITIES MANAGEMENT INC
August 29, 2005

Blue Fang Games - Hank Howie
August 22, 2005

JAMES HARDESTY - HARDESTY CAPITAL MANAGEMENT
February 21, 2005

JOSEPH COSTIGAN - DAVIDSON CAPITAL MANAGEMENT INC
December 20, 2004

JOSEPH KINNISON - KENNEDY CAPITAL MANAGEMENT
November 15, 2004

ROUNDTABLE FORUM: ELECTRICAL PRODUCTS
October 11, 2004

OUTLOOK FOR NEWSPAPER PUBLISHERS: MICHAEL KUPINSKI - A.G. EDWARDS & SONS
October 04, 2004

OUTLOOK FOR INTERNET E-COMMERCE: JAMES PREISSLER - MAJESTIC RESEARCH LLC
October 04, 2004

ROUNDTABLE FORUM: AUTOS & AUTO PARTS
September 06, 2004

F.ASTMAN / S.HOOD - FIRST WILSHIRE SECURITIES MANAGEMENT INC
August 09, 2004

MARK BOYAR - MARK BOYAR & CO INC
July 19, 2004

DAVID JORDAN - FIRST NATIONAL BANK INVESTMENT MANAGEMENT & TRUST
February 09, 2004

Keith Pauley - Lasalle Investment Management
November 24, 2003

H.becker / H.rosen - H.p. Becker & Co
September 22, 2003

P.morris / S.teach - National Rural Electric Cooperative Association
September 01, 2003

Sherwood Small - Boston Private Value Investors Inc
July 28, 2003

Terry Ashwill - Wireless Facilities Inc (wfii)
June 30, 2003

Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003

Roundtable Forum: Brokers & Asset Managers
February 24, 2003

Todd Ahlsten - Parnassus Investments
February 17, 2003

Carolyn Rains - Victory Capital Management
December 16, 2002

Wallace Weitz - Wallace R. Weitz & Co
December 02, 2002

Supply Chain Software Companies: Ed Wolfe - Bear, Stearns & Co
June 12, 2002

Outlook For Data Management: Sarah Mattson - Rbc Capital Markets
March 18, 2002

Richard Steinberg - Steinberg Global Asset Management
March 04, 2002

Property Casualty Insurance Companies: Jay Cohen - Merrill Lynch
January 14, 2002

Supply Chain Strategies: John Fontanella - Amr Research
December 17, 2001

E.o. Edgerton Jr. - Capital Investment Counsel Inc
July 23, 2001

Jack Phelan - Helios International Asset Management Inc
July 09, 2001

Apparel Retailing: Dennis Van Zelfden - Robinson Humphrey Company Llc
April 09, 2001

Outlook For Energy: G.allen Brooks - Cibc World Markets
March 13, 2001

Outlook For Online Shopping: Kathleen Heaney - Bluestone Capital Securities Inc
March 05, 2001

O. Thomas Barry - George D. Bjurman & Associates
February 19, 2001

Technical & Design Software: Jay Vleeschhouwer - Merrill Lynch
November 13, 2000

Steven Groot - The Allstate Corporation (all)
September 20, 2000

J. Alan Day - The Stratevest Group
September 18, 2000

Neuer Markt Stocks
August 15, 2000

Meera Mayer - Goldman Sachs Asset Management
August 14, 2000

Diane Gotham - Fortis Financial Group
August 07, 2000

Internet Infrastructure Stocks : Richard Juarez - Robertson Stephens
July 24, 2000

European Internet Stocks : Daniel Bieler - Nomura International
July 24, 2000

Bob Grandhi - Monument Funds Group Inc
June 26, 2000

Maurice Schoenwald - New Alternatives Fund Inc
June 12, 2000

Aggregate Companies : David Weaver - Legg Mason
May 22, 2000

Frederick Sears Jr. - Investors Capital Corporation
May 15, 2000

Semiconductor Manufacturing Services : Lucas Ward - Chase H&q
May 11, 2000

E-retailers : Bonnie Tonneson - Chase H&q
May 11, 2000

Networking Equipment : Erik Suppiger - Chase H&q
May 11, 2000

Elizabeth Green - Haberer Investment Advisors
May 08, 2000

David Fried - Fried Asset Management
May 08, 2000

Health Insurance Stocks : Todd Richter - Banc Of America Securities
May 01, 2000

Medical Technology Stocks: Bruce Cranna - Abn Amro Inc
April 17, 2000

Eric Greschner - Regatta Research & Money Management Llc
March 27, 2000

Daniel Thieriet - A Novo (anov.ln)
March 20, 2000

Regina Pitaro - Gabelli Asset Management Co
March 20, 2000

Roundtable Forum: Apparel & Footwear
March 20, 2000

Bruce Davis - Digimarc Corporation (dmrc)
March 13, 2000

Next Generation Networks : Paul Johnson - Robertson Stephens
March 02, 2000

Enetworks & Econvergence Companies : Michael Graham - Robertson Stephens
March 02, 2000

J. David Wimberly - Frontier Capital Management
January 31, 2000

Stanley H. Streicher - Streicher Mobile Fueling Inc (fuel)
January 24, 2000

Pharmaceutical Stocks : Alex Zisson - Chase H&q
January 13, 2000

Outlook For Biotechnology : Richard A. Van Den Broek - Chase H&q
January 13, 2000

Gyanendra K. Joshi - Systematic Financial Management
December 13, 1999

Adrian Day - Global Strategic Managment
November 22, 1999

Non-life Insurance Stocks : Joseph F. Barone - The Firemark Group
November 22, 1999

Supply Chain Management : Jeffrey S. Germanotta - Robert W. Baird & Co
November 17, 1999

Technical & Design Software : Jay Vleeschhouwer - Merrill Lynch
November 08, 1999

Electronic Manufacturing Services & Storage Devices : Michael Esdall Carboy - Deutsche Banc Alex. Brown
November 04, 1999

Robert G. Schiro - Far West Capital Management
November 01, 1999

W. George Greig - William Blair & Co
October 18, 1999

Securities & Asset Management : Raphael Soifer - Brown Brothers Harriman & Co
October 18, 1999

David W. Simpson - Wm Advisors Inc
October 18, 1999

Wayne F. Wilbanks - Wilbanks, Smith & Thomas
October 11, 1999

Specialty Retailing Industry Outlook : Janet Joseph Kloppenburg - Bancboston Robertson Stephens
October 06, 1999

John Montgomery - Bridgeway Capital Management
October 04, 1999

Internet & E-commerce : Mark Sherman - Bancboston Robertson Stephens
August 04, 1999

Technology Solutions For Communications : Marianne Wolk - Bancboston Robertson Stephens
August 04, 1999

Business Software : Eric B. Upin - Bancboston Robertson Stephens
August 04, 1999

J. Patrick Gallagher Jr. - Arthur J. Gallagher & Co
June 28, 1999

Emerging Markets In Communications : Eric C. Zimits - Hambrecht & Quist
April 26, 1999

Food Processing Stocks : Andrew Lazar - Lehman Brothers
April 19, 1999

The Exxon-mobil Merger & Its Impact On The Energy Industry : Michael Y. Wang - John S. Herold Inc
December 14, 1998

Fertilizer Stocks : Robert A. Koort - Deutsche Bank Securitiies
November 30, 1998

Roundtable Forum: Computer Software
November 16, 1998

Mary Ellen Weaver - Data Processing Resources (dprc)
November 09, 1998

E-business Services : Ullas Naik - Fac-equities / First Albany
November 09, 1998

An Update On Cable Tv : Philip J. Sirlin - Schroder & Co
November 09, 1998

Roundtable Forum: Securities & Asset Management
November 02, 1998

James P. Holmes - Heartland Advisors
October 05, 1998

Energy Stocks : Sunita Singh - Fiduciary Trust Intl
July 13, 1998

Roundtable Forum: Airline Industry
June 15, 1998